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iShares Core S&P Mid-Cap ETF

1,865 hedge funds and large institutions have $49.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 826 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

855% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $4.64M

518% more first-time investments, than exits

New positions opened: 309 | Existing positions closed: 50

75% more repeat investments, than reductions

Existing positions increased: 826 | Existing positions reduced: 473

14% more funds holding

Funds holding: 1,6391,865 (+226)

13% more funds holding in top 10

Funds holding in top 10: 277314 (+37)

11% more capital invested

Capital invested by funds: $44.6B → $49.6B (+$4.97B)

5.18% more ownership

Funds ownership: 360.84%366.02% (+5.2%)

Holders
1,865
Holders Change
+226
Holders Change %
+13.79%
% of All Funds
28.7%
Holding in Top 10
314
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.36%
% of All Funds
4.83%
New
309
Increased
826
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
601
River Wealth Advisors
Pennsylvania
$4.8M -$24.8K -445 -0.5%
WP
602
Wealthspan Partners
Iowa
$4.79M +$4.71M +84,690 New
HAC
603
Harbor Advisory Corp
New Hampshire
$4.76M +$261K +4,685 +6%
MI
604
Moneywise Inc
Virginia
$4.73M -$786K -14,125 -14%
AWM
605
Altavista Wealth Management
North Carolina
$4.72M -$178K -3,200 -4%
Koshinski Asset Management
606
Koshinski Asset Management
Illinois
$4.69M -$5.29K -95 -0.1%
MOS
607
MGO One Seven
Ohio
$4.68M +$1.84M +33,055 +67%
PFS
608
Prospera Financial Services
Texas
$4.57M +$518K +9,300 +13%
MCCP
609
Mission Creek Capital Partners
California
$4.56M +$1.45M +26,080 +48%
ODIJL
610
One Day In July LLC
Vermont
$4.54M +$3.91M +70,210 +701%
EW
611
Element Wealth
Mississippi
$4.54M -$627K -11,260 -12%
CFS
612
CRA Financial Services
New Jersey
$4.54M +$39K +700 +0.9%
MWM
613
Mascoma Wealth Management
New Hampshire
$4.54M +$522K +9,370 +13%
OWM
614
Olympus Wealth Management
Utah
$4.53M +$4.45M +79,950 New
SCG
615
Sonata Capital Group
Washington
$4.5M +$5.01K +90 +0.1%
FC
616
Financial Council
Maryland
$4.48M +$438K +7,865 +11%
RWP
617
Revolve Wealth Partners
New Jersey
$4.47M +$4.4M +79,040 New
EGP
618
Entrust Global Partners
New York
$4.43M +$4.36M +78,250 New
CCM
619
Crew Capital Management
Ohio
$4.42M -$145K -2,610 -3%
KLI
620
Kelman-Lazarov Inc
Tennessee
$4.41M +$381K +6,840 +10%
FBA
621
Front Barnett Associates
Illinois
$4.4M -$18.6K -335 -0.4%
ASW
622
Astoria Strategic Wealth
Texas
$4.35M +$4.28M +76,905 New
HSA
623
HBK Sorce Advisory
Pennsylvania
$4.35M +$25.6K +460 +0.6%
SQA
624
Simon Quick Advisors
New Jersey
$4.33M +$7.51K +135 +0.2%
WGCA
625
Wolf Group Capital Advisors
Virginia
$4.33M +$2.88M +51,805 +210%

IJH Hedge Fund Activity: Q4 2021 in Review

1,865 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2021, worth a combined $49.6B — up 11% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 309 funds opened new IJH positions and 50 closed out — a net gain of 259 holders — while 826 added to existing stakes and 473 trimmed.

The largest buyer was US Bancorp, adding an estimated $208M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $123M.

  • 1,865 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2021, up from 1,639 in Q3 2021.
  • Funds reported $49.6B of iShares Core S&P Mid-Cap ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 309 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2021 and 50 closed out, a net change of +259 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2021 was US Bancorp, an estimated $208M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2021 was Wealthspire Advisors (New York), an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.